Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mathew Patneaude is a financial advisor with over 17 years of experience in the financial services industry. Joseph has a wide range of experience including work with Equitable Advisors, LLC, PRUCO Securities, LLC, and Calton & Associates, Inc. Joseph is currently a registered Investment Advisor Representative with Confidence Wealth Management, LLC and holds the Series 6, 7, 24, 63, 65 and 66 securities licenses. Joseph specializes in providing financial advice for individuals, high-net-worth individuals, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
05/12/2022 - Present
Confidence Wealth Management, LLC (PALM HARBOR FL)
FL
04/05/2021 - 04/22/2022
EQUITABLE ADVISORS, LLC (TAMPA FL)
FL
06/21/2019 - 04/12/2021
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
01/02/2014 - 05/22/2017
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
08/10/2011 - 07/17/2013
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
11/21/2007 - 07/25/2011
INVEST FINANCIAL CORPORATION (TAMPA FL)
WI
08/06/2008 - 01/21/2010
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CA
12/21/2007 - 01/08/2010
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
03/13/2007 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
FL
02/08/2007 - 02/26/2007
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
08/24/2006 - 02/07/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
ME
11/01/2005 - 07/11/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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